Shipping

	5/5 15:20 af Henrikhot	Ja jeg tør ikke spå om fremtiden i branchen. jeg tror det bliver vildt og jeg kan ikke lade være med, at hoppe med på tankskibet :-)
	5/5 14:57 af Henrikhot	vi taler om et overskud på på ca halvdelen af markedsværdien på selskabet.
	5/5 14:55 af Henrikhot	men deres overvejelser omkring resten af året ser meget spændende ud.
	5/5 14:51 af Henrikhot	:-)
	5/5 14:48 af Henrikhot	regnskabet er før børsåbning. stigningen er fra igår. men det bliver spænende, hvad investorerne siger.
	5/5 14:12 af Henrikhot	we estimate that our annual earnings would be $110 million or $3.30 per share; we are not forecasting any future results, but rather just contextualizing what is happening.
	5/5 14:11 af Henrikhot	To fully explain the impact of these events, we have to describe our recent chartering activity: last week we fixed a 55-day voyage at $72,000 per day, equivalent to a VLCC at $200,000+ per day. Our MR voyages in progress, representing roughly the last three weeks' fixtures, now stands at $28,200 per day; lower than brokerage reports or the above fixture, but higher than anything we achieved before. If rates for our fleet averaged $28,200 per day for a full year, taking 1Q20 as a base, we estima
	5/5 14:10 af Henrikhot	In particular, if and when the oil market reaches max capacity for shore oil storage, we may enter a new and potentially more volatile phase of the tanker market, and if and when oil demand rebounds with an economic recovery sometime in the third quarter as the IEA are forecasting, we would expect more demand-driven volatility, potentially carrying into the winter.
	5/5 14:08 af Henrikhot	Much attention has been on the crude tanker market, in particular on the impact of higher cargo volumes, floating storage, and the resulting extraordinarily high rates achieved. More recently those conditions have arrived for the product tanker market and we believe they may be more persistent, potentially for many months, as the physical oil market continues its extreme gyrations around demand and supply.
	5/5 14:04 af Henrikhot	(link)
	5/5 14:04 af Henrikhot	prøver igen med link
	5/5 14:03 af Henrikhot	file:///Users/henriknielsen/Downloads/2020-05-05-Ardmore-Shipping-Corporation-Announces-Financial-Results-For-The-Three-Months-Ended-March-31-2020.pdf
	5/5 14:03 af Henrikhot	Ardmore Shipping Corporation Announces Financial Results For The Three Months Ended March 31, 2020.file:///Users/henriknielsen/Downloads/2020-05-05-Ardmore-Shipping-Corporation-Announces-Financial-Results-For-The-Three-Months-Ended-March-31-2020.pdf
	5/5 11:11 af StockBull	Jefferies analyst Randy Giveans raised the price target on Euronav (NYSE: EURN) to $15.00 (from $13.00) while maintaining a Buy rating.
	5/5 11:10 af StockBull	Nyt Euronav target fra Jefferies 15USD: (link)
	5/5 03:38 af mollegade	@kurtasle Makes sense, tha nks.
	5/5 00:37 af kurtasle	ER this week Tanker Stocks Reporting Earnings $ASC Tuesday 5/5 $DHT Tuesday 5/5 $STNG Wednesday 5/6 $EURN Thursday 5/7 $INSW Thursday 5/7 $DSSI Friday 5/8
	5/5 00:34 af kurtasle	1.2 m users, that's been known to have moved the market before on certain stocks. Diamond shipping has a mcap of just $500mil
	5/5 00:32 af kurtasle	big % movement today is in some channels credited to this post on reddit (link)
	5/5 00:29 af kurtasle	@mollegade between front and back end you want to see $10 or higher spread. Not in %. Simply calculation 2mb on a VLCC 6 month storage at $100k/day to the VLCC owner is $18 mil. a $10 spread front to back end of those 6 month is $20mil. you pay $18m to owner and you bank $2mil
	4/5 22:31 af mollegade	Ja, og olien stiger ret voldsomt. Det er ikke en smuk cocktail pt. J eg hepper på regnskaberne nu :)
	4/5 21:26 af Standstill	Rater falder og mine Teekay Tankers Ltd og Diamond S Shipping Inc stiger med 12% !
	4/5 18:33 af Standstill	Fald i spot rater i dag : (link)
	4/5 10:56 af Helge Larsen/PI-redaktør	(link)

	4/5 09:30 af mollegade	Helt enig. Casen er intakt.
	4/5 09:26 af Henrikhot	Mon ikke pilen begynder at pege nordpå igen, når regnskaberne fra tankerbrancen, begynder at tikke ind fra imorgen. En serie af gode regnskaber fra sektoren, må efter min mening give et boost.selv med det niveau som raterne ligger på nu, vil det give et enormt overskud for branchen. Jeg syntes ikke at casen har ændret sig synderligt.
	4/5 08:56 af mollegade	Mon ikke det bliver grimt i dag for tank? De norsk e skylder lidt fra i fredags, desværre...
	4/5 07:41 af mollegade	De betagter ham jo nærmest som en 'kætter', pga at han er gået fra bull til bearish.
	4/5 07:41 af mollegade	Enig, Helge, men der er gået magtkamp i den på Twitter. Hannisdahl føler nok et behov for at hævde sig efter den megen 'skæld ud' fra alle de andre. Så nu gør han et stort nummer ud af det, og siger: "Se, hvad sagde jeg!"
	4/5 07:38 af Helge Larsen/PI-redaktør	Det er helt skævt at tale om "kollaps".
	4/5 07:37 af Helge Larsen/PI-redaktør	Joakim Hannisdahl @JHannisdahl #Shipping #Weekly: Crude #oil #tanker earnings collapsed this week, as we expected. CotW on floating storage. #LNG & #LPG facing very weak markets. #DryBulk is dormant but w an expected bright future ahead. Seldom seen such contrasts... Free report below (link)
	4/5 04:24 af mollegade	@kurtasle Any idea how much the spread needs to be - regarding your link - before the Contango isnt a thing? I mean, right now, the spread from the active contract to the next is like 15%-ish - and then its like 10% each step. Whats consensus here, before its not 'worth it'?
	4/5 04:21 af mollegade	...and the OPEC+ cut decreases to 8mbpd from july or something, right?
	4/5 04:17 af kurtasle	VLCC
	4/5 04:17 af kurtasle	you have general public transportation, transport in general and factories not spinning.. I'd say rates will be between $80k-$120k/day for Q2/3.
	4/5 04:16 af kurtasle	then you have Cruise industry at a standstil
	4/5 04:16 af kurtasle	@svinnius, no doubt the TP is way too low. But I'm not sure if that's based on "uncertainty" that rates won't stay up as demand will start to increase. But 8% of oil consumption is jet fuel... So that's 8mbpd... flights here int he US are not in the air at the moment, let's say only 25% of normal consumption = 6mbpd.. OPEC+ cut 10mbpd..
	4/5 04:13 af kurtasle	CONTANGO (link)
	4/5 01:21 af mollegade	nb. dejligt med olien, trods alt :)
	4/5 01:21 af mollegade	@Standstill Hvor læser du det med stigning i tanker supply? jeg mener at vide, at supply netop i disse år er rekord-lavt ift de seneste ti år. (Det er hele grundtesen bag mange netop fra 2020 og frem så en super-cyklus i tank med stor efterspørgsel og lavt udbud - naturligvis før Cororna).
	4/5 00:51 af Standstill	@mollegade tak for link. Måske får jeg en chance for at shorte olie igen :-) Den er starte 6 % ned kl 00 da handel åbnede
	4/5 00:44 af Standstill	tanker supply is expected to increase, with over 300 new vessels over 25,000 dwt scheduled for delivery between now and December 2021. The combination of weak demand and rising supply could apply a considerable downward pressure on industry earnings, but the key sensitivity to this gloomy outlook is the speed and robustness of the oil demand recovery in months ahead”,
	4/5 00:28 af mollegade	(link)
	4/5 00:28 af mollegade	Rystad Energy er bearish på olieprisen:
	3/5 09:16 af mollegade	Ja okay, den havde jeg ikke set før.
	3/5 08:40 af Svinnius	har heller ikke fulgt dem, men her det skema jeg snakker om (link)
	3/5 08:25 af mollegade	Okay, jeg har ikke fulgt GSs predictions på olie, så jeg kender ikke meget til deres hit rate etc.
	3/5 07:48 af Svinnius	Der var en af de store olieproducenter der sagde at selvom de lukkede gamle brønde ned, så ville de nye fra sidste år opveje produktionstabet
	3/5 07:45 af Svinnius	Goldman Sachs V-skema har jo været en joke fra start
	3/5 07:44 af mollegade	Det er meget tidligt at spå prisstigning på olien allerede nu. GS var ude og sige, at de nu ser den i kurs 25 (vist nok ved årets udgang). Deres bud er åbenlyst bedre end mit, men selv GS indrømmer, at det bliver en bumpy road, hvilket dagens tweet fra Calvin F. ligeså illustrerer.